See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,426 |
SUMMIT GROUP RETIREMENT PLANNERS6+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $12,476 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,666 | $61,156-56.4% | $185,823-85.6% | $79,386-66.4% |
| Participation rate | 82.9% | 66.6%+16.3pp | 81.7%+1.2pp | 70.7%+12.2pp |
| Annual return | 17.05% | 19.45%-2.4pp | 122.05%-105.0pp | 116.85%-99.8pp |
| Employer contribution / active EE | $5,092 | $2,321+119.4% | $5,167-1.5% | $2,427+109.8% |
| Participant deferral / active EE | $875 | $2,789-68.6% | $5,568-84.3% | $4,046-78.4% |
| Admin fee / account holder | $188 | $710-73.5% | $16,237-98.8% | $626-70.0% |